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    • Contact ECLEVA
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+61 2 9467 9300
Get in touch
  • About
    • Who We Are
    • What We Do
    • The Management Team
    • Global
  • Solutions
    • Business Systems Consulting
    • Customer Engagement (CRM) & Marketing Automation
    • Rapid Application Development (PowerApps)
    • Process Automation (RPA)
    • Business Intelligence (Power BI)
  • Sectors
    • Corporate & SME
    • Not-For-Profit
    • Construction
    • Financial Services
    • Education
  • Customer Stories
  • Insights
    • Blog
    • News
  • Contact
    • Contact ECLEVA
    • Customer Support
  • About
    • Who We Are
    • What We Do
    • The Management Team
    • Global
  • Solutions
    • Business Systems Consulting
    • Customer Engagement (CRM) & Marketing Automation
    • Rapid Application Development (PowerApps)
    • Process Automation (RPA)
    • Business Intelligence (Power BI)
  • Sectors
    • Corporate & SME
    • Not-For-Profit
    • Construction
    • Financial Services
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    • Blog
    • News
  • Contact
    • Contact ECLEVA
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Educational Videos
IT

3 Key steps to migrate to Microsoft’s new Dynamics 365 CRM UI

March 4, 2020

ECLEVA’s CEO Patrick Northcott shares 3 key steps to successfully migrate to Microsoft Dynamics 365 CRM Unified Interface which will become mandatory by the 1st of December 2020.

  1. Understand what systems and integrations are currently in place. This will help identify what areas will be impacted by the deprecation.
  2. Get business stakeholders involved early. The transition provides an opportunity to engage with the business and revise the UI to reflect updated ways of working. Change management will also be easier if business champions are involved throughout the transition.
  3. Avoid trying to solve all the business pain points in this transition. This will blow out timelines and overwhelm users with too much change. Rather prioritise issues that are easy to fix and leave more complex one’s post transition.

If you have customisations built into your system, make sure you work with a Microsoft Certified partner to help you identify how your current systems set-up will be affected by the deprecation.

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3 Processes to automate to support your organisation during growth3 Processes to automate to support your organisation during growthMarch 4, 2020
5 Benefits of using RPA as part of your digital transformation strategyMarch 4, 20205 Benefits of using RPA as part of your digital transformation strategy

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